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Skills

  • Relationship development
  • Claims reporting systems
  • Time management
  • Customer service excellence
  • Procedure equipment
  • Communications
  • Policy renewals
  • Complaint resolution
  • Process improvement
  • Data entry

Work Experiences

  • Altered coverage to avoid 12 potential claims.
  • Actively monitored industry regulations.
  • Collaborated with cross-functional teams.
  • Created group presentations and e-marketing campaigns that resulted in new business worth $3 in 7 months.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 14% increase in sales.
  • Maintained a positive attitude toward customers, coworkers, and other employees.
  • Achieved a 50% improvement in policy renewal rates.
  • Appraised personal and real estate to determine the appropriate coverage levels for each policy.
  • Boosted client retention scores by 75%.
  • Collaborated with marketing teams.

Summaries

  • Achieved a 22% boost in cross-sales.
  • Method Insurance Agent with superior budget management and cross-functional collaboration abilities.
  • Accomplished Associate Insurance Advisor.
  • Achieved a 61% reduction in cancellations.
  • Proven track record of time management and customer service excellence.
  • Achieved 15% client referrals.
  • Associate Insurance Advisor with outstanding risk assessment and process improvement abilities.
  • Client-focused and committed to tailoring insurance programs to meet the specific needs of each customer.
  • Achieved 45% customer satisfaction improvement.
  • Associate Insurance Advisor with a reputation for being a capable and motivated employee.

Accomplishments

  • Spearheaded a customer feedback project, directly leading to a 84% improvement in service processes and customer satisfaction ratings.
  • Trained junior advisors in customer service best practices, resulting in a 42% improvement in first-call resolution within 18 months.
  • Improved customer retention by 20% within one year through personalized policy reviews and tailored renewal offers.
  • Collaborated with the digital team to create online customer self-service options, achieving a 68% reduction in service-related calls.
  • Delivered license-mandated continuing education courses for 7 staff members, ensuring 33% compliance with industry regulations.
  • Created and implemented customer referral programs, which yielded a 62% increase in inbound inquiries within 18 months.
  • Analyzed competitor activity in the region using trend data, informing sales strategies that grew market share by 49%.
  • Advised 10 business owner clients on employee benefits plans, increasing policy upsell opportunities by 22%.
  • Reduced policy processing time by 25% through the introduction of team-based workflow management tools.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Professional Liability Underwriting Society (PLUS)
  • Chartered Life Underwriter (CLU) Society
  • Certified Insurance Counselors (CIC) Program
  • Canadian Association of Insurance and Financial Advisors (CAIFA)
  • Association of Information Technology Professionals
  • Chartered Insurance Institute (CII)
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • International Association of Insurance Professionals (IAIP)
  • American Society of Appraisers (ASA)

Certifications

  • Property and Casualty Insurance License - Massachusetts
  • Financial Industry Regulatory Authority (FINRA) Series 6 License – program
  • Mortgage Loan Insurance Certification - method
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Associate in Commercial Underwriting (AU) - The Institutes
  • Regulatory Requirements for Insurance Professionals - program
  • Associate in Insurance Services (AIS) – The Institutes
  • Accredited Customer Service Representative (ACSR) – The Institutes
  • Associate in Risk Management (ARM) - The Institutes

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